Add Calculated Values to Your Widget

Calculated values are used to aggregate data through arithmetic functions such as count, sum, minimum value, maximum value, average.

When creating a calculated value, you first need to determine what you want to calculate and how you want to calculate it so that data is presented in a way that meets your needs.

Once one or several calculated values have been created, they need to be added to the widget. They can be used in a filter; for table widgets they need to be added as a Column, for graphs, they can be added as the Values.

Available Calculated Values Types for Each Widget

  Chart/Table Indicator/Scatter Plot/Bulletin
Average x x
Concatenate x x
Count x x
Cumulative count x  
Cumulative sum x  
Maximum x x
Median x x
Minimum x x
Sum x x

Note: calculated values are not available for Maps and Calendars Widget types.

Create a Calculated Value for Your Widget

You first need to define what your calculated value should be and the type of calculated value you want to make.

  1. Navigate to Widgets in Analytics
  2. Select and open the widget to which you want to create a calculated value.
  3. Click the Edit button in the upper right corner of the widget page.
  4. In the Settings section, scroll to Calculated Values.
  5. Click +Add Calculated Value.
  6. Select the type of calculated value you want to add to your widget from the Type the drop-down list.
    Note that different types of values are available for calculation depending on the type of calculated value you selected.
    • Average: Counts the average number of all entities
    • Concatenate: Appends all the text values together, separated by commas in a single row
    • Count: Counts the number of entities, each occurrence is counted once
    • Cumulative count: Adds to the calculation the number of previous entities (includes the count of lines above).
    • Cumulative sum: Adds to the calculation the sum of previous entities (includes the sum of lines above).
    • Maximum: Identifies the highest number or the most recent date (only available for dates and
      numbers fields).
    • Median: Identifies the middle point of a set of entities. Splits the sequence into two parts.
    • Minimum: Identifies the lowest number or the oldest date (only available for dates and numbers fields).
    • Sum: Counts the total numbers of all entities.
  7. Select the type of value you want to use for your Calculated Value from the Column drop-down list.
    Based on the Type of calculated value you selected, different types of value will be available in Column.
  8. You can rename the Calculated Value name as needed.
  9. You can then use the Calculated Value by adding it in your columns.
  10. Click the Save button.

Use a Calculated Value in Your Table Widget

After a calculated value has been created, it needs to be added to your table widget as a Column.

You can use calculated values in a filter or add them as Values for graphs.

  1. Navigate to Widgets in Analytics
  2. Select and open the widget to which you want to add a calculated value.
  3. Click the Edit button in the upper right corner of the widget page.
  4. In the Settings section, scroll to Calculated Values.
  5. Validate that the type of calculated value and the type of value are what you to add in your widget. 
  6. Scroll to Columns in Properties.
  7. Click +Add column.
  8. Select the calculated value you want to add from the drop-down list.
    Calculated values created for your widget should be at the top of the list.
  9. Click the Save button.

Example of Calculated Value Usage

Here is an example of what could be done with data set in Borealis.

Widget type: Table

Subject: Expenses across several projects.

Project Amount
Project 1 1000
Project 1 2000
Project 1 3000
Project 1 5000
Project 2 2500
Project 2 10000

 

Borealis calculated value results are:

  Filtered on Project 1 Filtered on Project 2 No filter
Average 2750 6250 3916.67
Count 4 2 6
Maximum 5000 10000 10000
Median 2500 6250 2750
Minimum 1000 2500 1000
Sum 11000 12500 23500

 

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